NBC Securities’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

NBC Securities’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.16M	Buy	24,934 +1,485	+6%	+$74.1K	0.08%	271
2026 Q2	$1.17M	Buy	23,449 +944	+4%	+$46.3K	0.08%	268
2026 Q1	$1.03M	Buy	22,505 +2,369	+12%	+$112K	0.08%	273
2025 Q4	$907K	Buy	20,136 +3,181	+19%	+$145K	0.07%	301
2025 Q3	$776K	Buy	16,955 +1,925	+13%	+$86.3K	0.06%	346
2025 Q2	$663K	Buy	15,030 +13,785	+1,107%	+$600K	0.05%	389
2025 Q1	$54K	Buy	+1,245	New	+$54.3K	﹤0.01%	1143
2024 Q4	–	Sell	-758	Closed	-$36K	–	1913
2024 Q3	$36K	Buy	758 +90	+13%	+$4.06K	﹤0.01%	1286
2024 Q2	$27K	Buy	668 +61	+10%	+$2.51K	﹤0.01%	1344
2024 Q1	$26K	Buy	607 +88	+17%	+$3.72K	﹤0.01%	1370
2023 Q4	$22K	Buy	519 +65	+14%	+$2.57K	﹤0.01%	1448
2023 Q3	$17K	Buy	+454	New	+$18.6K	﹤0.01%	1527

Other funds holding RWO

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

OGF

Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

NBC Securities's RWO Position: Q3 2026 in Review

NBC Securities increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 6.3% in Q3 2026, buying an estimated $74.1K and bringing the position to 24,934 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #271.

NBC Securities first reported a position in RWO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q2 2026. 61 funds tracked by Wall St. Rank hold RWO as of Q3 2026.

NBC Securities held 24,934 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $1.16M as of Q3 2026.
NBC Securities bought 1,485 State Street SPDR Dow Jones Global Real Estate ETF shares in Q3 2026, an estimated $74.1K.
State Street SPDR Dow Jones Global Real Estate ETF made up 0.08% of NBC Securities's portfolio in Q3 2026, its #271 holding.
NBC Securities first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $1.17M in Q2 2026.
61 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.